Charles Lacey Compton III Sells 15,028 Shares of Fastly (NASDAQ:FSLY) Stock

Fastly, Inc. (NASDAQ:FSLY) CEO Charles Compton, III sold 15,028 shares of the stock in a transaction that occurred on Monday, August 31st. The stock was sold at an average price of $23.00, for a total transaction of $345,644.00. Following the sale, the chief executive officer owned 969,814 shares in the company, valued at $22,305,722. This represents a 1.53% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Charles Lacey Compton III also recently made the following trade(s):

• On Tuesday, September 1st, Charles Compton, III sold 55,579 shares of Fastly stock. The shares were sold at an average price of $21.39, for a total transaction of $1,188,834.81.
• On Wednesday, August 19th, Charles Compton, III sold 11,198 shares of Fastly stock. The shares were sold at an average price of $24.69, for a total transaction of $276,478.62.
• On Tuesday, August 18th, Charles Compton, III sold 34,552 shares of Fastly stock. The stock was sold at an average price of $28.60, for a total value of $988,187.20.
• On Tuesday, August 4th, Charles Compton, III sold 14,868 shares of Fastly stock. The shares were sold at an average price of $25.00, for a total value of $371,700.00.

Fastly Trading Up 3.4%

Shares of FSLY opened at $21.12 on Friday. Fastly, Inc. has a 52-week low of $7.05 and a 52-week high of $34.82. The business’s fifty day moving average is $22.15 and its 200-day moving average is $22.09. The company has a debt-to-equity ratio of 0.33, a quick ratio of 3.36 and a current ratio of 3.36. The firm has a market cap of $3.36 billion, a price-to-earnings ratio of -39.85 and a beta of 0.36.

Fastly (NASDAQ:FSLY) last posted its quarterly earnings results on Wednesday, August 5th. The company reported $0.15 EPS for the quarter, topping analysts’ consensus estimates of $0.07 by $0.08. The company had revenue of $183.32 million during the quarter, compared to analysts’ expectations of $173.94 million. Fastly had a negative return on equity of 6.31% and a negative net margin of 11.80%.Fastly has set its FY 2026 guidance at 0.500-0.540 EPS and its Q3 2026 guidance at 0.110-0.130 EPS. Equities analysts anticipate that Fastly, Inc. will post -0.29 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on FSLY shares. Piper Sandler lifted their price target on shares of Fastly from $27.00 to $28.00 and gave the company a “neutral” rating in a report on Thursday, August 6th. Citigroup raised their target price on shares of Fastly from $13.00 to $25.00 and gave the company a “neutral” rating in a research report on Thursday, May 7th. Evercore reaffirmed an “outperform” rating on shares of Fastly in a research note on Thursday, August 6th. Weiss Ratings reiterated a “sell (d-)” rating on shares of Fastly in a research note on Friday, August 7th. Finally, Royal Bank Of Canada raised their price objective on Fastly from $22.00 to $28.00 and gave the company a “sector perform” rating in a report on Thursday, August 6th. One research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, six have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Fastly has an average rating of “Hold” and a consensus target price of $25.33.

Key Fastly News

Here are the key news stories impacting Fastly this week:

• Positive Sentiment: Fastly’s record second-quarter results support the view that its edge-cloud platform may be reaching an inflection point. Revenue of $183.3 million exceeded expectations of $173.9 million, while adjusted EPS of $0.15 more than doubled the $0.07 consensus estimate. The company also maintained fiscal 2026 EPS guidance of $0.50-$0.54 and third-quarter guidance of $0.11-$0.13. Fastly: Record Q2 Confirms The Platform Inflection
• Neutral Sentiment: Fastly was included on a list of stocks with short-squeeze potential. Elevated short interest could amplify a rally if bullish momentum returns, but this is a speculative trading factor rather than a change in the company’s fundamentals. 15 Stocks to Watch With Short Squeeze Potential
• Neutral Sentiment: Analyst views remain mixed. Recent price targets generally range from $25 to $28, above recent trading levels, but the consensus rating remains “Hold,” limiting the strength of the bullish signal.
• Negative Sentiment: Fastly insiders reported roughly 99,456 shares of sales worth approximately $2.2 million. The transactions included sales by CEO Charles Lacey Compton III, CTO Artur Bergman, director Christopher Paisley and insider Scott R. Lovett. Most sales were conducted under pre-arranged Rule 10b5-1 plans, reducing their value as a discretionary bearish signal, though the concentration of selling may still pressure the stock. Fastly Insider Buying and Selling Alert

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in FSLY. EverSource Wealth Advisors LLC boosted its position in Fastly by 39.8% during the 1st quarter. EverSource Wealth Advisors LLC now owns 2,204 shares of the company’s stock worth $64,000 after buying an additional 627 shares during the period. PNC Financial Services Group Inc. increased its position in Fastly by 84.6% in the 1st quarter. PNC Financial Services Group Inc. now owns 1,381 shares of the company’s stock valued at $40,000 after acquiring an additional 633 shares during the period. Kestra Advisory Services LLC increased its position in Fastly by 8.4% in the 4th quarter. Kestra Advisory Services LLC now owns 11,970 shares of the company’s stock valued at $122,000 after acquiring an additional 930 shares during the period. Parallax Volatility Advisers L.P. raised its stake in shares of Fastly by 13.8% during the third quarter. Parallax Volatility Advisers L.P. now owns 12,095 shares of the company’s stock valued at $103,000 after acquiring an additional 1,465 shares during the last quarter. Finally, Sound Income Strategies LLC acquired a new position in shares of Fastly during the first quarter worth $44,000. Institutional investors and hedge funds own 79.71% of the company’s stock.

About Fastly

Fastly, Inc operates an edge cloud platform designed to accelerate, secure and enable modern digital experiences. The company offers a suite of services including a content delivery network (CDN), edge compute, load balancing, web application firewall (WAF) and DDoS protection. Fastly’s real-time architecture allows customers to seamlessly deploy software logic at the network edge, reducing latency by bringing applications and content closer to end users.

Founded in 2011 by Artur Bergman, Fastly has evolved from a pure-play CDN provider into a comprehensive edge cloud platform.